Solution introduction

All your assets. Anywhere. Anytime.

Smart wealth management technology just under your fingertips. Get the transparency and overview you need to manage your assets

The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in any format you wish. All results can be presented based on your requirements either as printed reports, browser-based dashboards as well as on mobile devices and interactive dashboards.


Facing more and more regulations, independent wealth managers need to find ways of dealing with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time.

But all these solutions require data - data from custodian banks and from market data providers - and Etops is here to help with AI-based technology and proven services.

Etops aggregates data from all your custodians and archives and grants direct access to the original booking vouchers and banking statements, even allowing intra-day updates. Advanced technology guarantees fast and flawless integration with additional custodians and any kind of portfolio management solution.

Operations and data management is provided by experienced mid and back-office teams. Technology and services complement each other which is characteristic of all Etops offerings.

Modern data-driven approaches support various areas of your daily business e.g. compliance and controlling, CRM and KYC, on-boarding processes and client information. Artificial intelligence combined with the analysis of unstructured data assists you both in complying with new regulations and in identifying potential new clients.


Doing MORE with LESS. So, yes that is a marketing slogan. On the other hand, it describes perfectly what Etops is doing. We are taming complexity to make the life of a wealth manager smarter by allowing him/her to focus on the core business. We are doing this by providing data based on our customers' needs, for example by using a smart AI approach to make business decisions as good as they can be. Etops provides a wide range of reports, from highly sophisticated printed reports to innovative and interactive browser-based dashboards.

Key Data

Year launched
  • Bespoke
  • Licence
Implementation Methods
  • On-premise or hosted
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • End Private Clients
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Eastern Europe
  • Middle East
  • Western Europe

Etops Wealth Management Technology

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